See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,649 | $52,519-5.5% | $155,790-68.1% | $59,632-16.7% |
| Participation rate | 85.4% | 61.7%+23.7pp | 76.1%+9.3pp | 68.7%+16.7pp |
| Annual return | 1.26% | 53.51%-52.3pp | 71.54%-70.3pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $1,872 | $1,589+17.8% | $3,836-51.2% | $2,203-15.0% |
| Participant deferral / active EE | $5,724 | $3,084+85.6% | $4,797+19.3% | $3,192+79.3% |
| Admin fee / account holder | $5,828 | $3,540+64.7% | $7,478-22.1% | $4,297+35.6% |